| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 199 | $29,974.5 | $35,224.99 | $5,250.49 | 17.52% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 2,075 | $224,951 | $386,323.5 | $161,372.5 | 71.74% |
Beth Zilka Baron Wealth Management LLC | 1,907 | $244,437.74 | $337,558.06 | $93,120.32 | 38.1% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 14,088 | $861,945.01 | $2.49M | $1.63M | 189.31% |
| PIL PFG Investments LLC PFG Investments LLC | 3,857 | $231,638.64 | $721,721.84 | $490,083.2 | 211.57% |
| JC Jared Calvert Buck Wealth Strategies LLC | 10 | $1,551 | $1,857.4 | $306.4 | 19.75% |
Andy Warning Resolute Wealth Strategies LLC | 2,075 | $224,960.29 | $367,295.75 | $142,335.46 | 63.27% |
| DD Damir Durkovic Entropy Technologies, LP | 14,356 | $2.23M | $2.65M | $421,348.88 | 18.92% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 227 | $44,827.96 | $42,564.77 | -$2,263.19 | -5.05% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 3,284 | $386,169 | $581,300.82 | $195,131.82 | 50.53% |
Jorge Paganin Abacus Wealth Partners, LLC | 6,468 | $1.1M | $1.14M | $48,347.79 | 4.41% |
Staci Compagno Portside Wealth Group, LLC | 11,957 | $814,666.84 | $2.12M | $1.3M | 159.8% |
Courtney Holt Compound Planning, Inc. | 6,588 | $702,166.88 | $1.23M | $524,518.72 | 74.7% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,973 | $334,470.74 | $364,521.61 | $30,050.87 | 8.98% |
Ian Wang Plato Investment Management Ltd | 1,802 | $301,300.71 | $318,972.01 | $17,671.3 | 5.87% |
| DT Derek Tinnin Altiora Financial Group, LLC | 1,296 | $219,711.05 | $243,388.8 | $23,677.75 | 10.78% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,658 | $445,172.38 | $491,650.26 | $46,477.88 | 10.44% |
Tony Macafee UniSuper Management Pty Ltd | 226,402 | $38.96M | $40.08M | $1.12M | 2.87% |
Norden Group LLC NORDEN GROUP LLC | 13,688 | $1.24M | $2.47M | $1.23M | 99.61% |
Christopher C. Powers Farther Finance Advisors, LLC | 16,529 | $2.8M | $2.89M | $86,819.21 | 3.1% |